Athens, GA South Milledge Avenue Office

Team
Updated today

Client AUM

$1,772,977,986,826

Clients

2,644,338

Advisors

11

Of 23,190 advisors across 1,023 offices

Location

225 South Milledge Avenue

Athens GA 30605

Advisors at this office

11

Advisors at this office

user avatar

Jennifer M

Series 63, Series 65

Athens, GA

Morgan Stanley

Jennifer Moulton is a financial advisor at Morgan Stanley with 14 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011 and holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and market simulations.

General estate planning guidance
user avatar

Evariste F

Series 63, Series 66

Athens, GA

Morgan Stanley

Evariste Faucher III is a financial advisor with Morgan Stanley in Athens, GA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering customized financial planning supported by firm-approved tools and extensive client assets under management.

General estate planning guidance
user avatar

Theresa F

Series 66

Athens, GA

Morgan Stanley

Theresa Foster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation and seven years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

General estate planning guidance
user avatar

Teresa D

Series 63, Series 66

Athens, GA

Morgan Stanley

Teresa Doster is a financial advisor at Morgan Stanley with 22 years of industry experience. She previously worked for Edward Jones for 20 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she serves as a city councilperson in Eatonton, Georgia, where she is the committee chair for zoning and the downtown development authority and also chairs the Eatonton Downtown Development Authority. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering comprehensive financial planning and advisory programs to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its approach.

General estate planning guidance
user avatar

Judson D

Series 63, Series 65

Athens, GA

Morgan Stanley

Judson Doster is a financial advisor with Morgan Stanley in Athens, GA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he is involved with office leasing and property management through other business activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools.

General estate planning guidance
user avatar

Andrew P

Series 66

Athens, GA

Morgan Stanley

Andrew Patten is a financial advisor with Morgan Stanley in Athens, Georgia, holding a Series 66 designation and two years of industry experience. He previously worked at BankSouth for five years and is a partner at Patten Farms, an agricultural business. Patten also has involvement with real estate entities Patten Pound Properties LLC and Patten Family Holdings LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

General estate planning guidance
user avatar

Jack G

Series 66

Athens, GA

Morgan Stanley

Jack Green is a financial advisor at Morgan Stanley with 16 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2012. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm utilizes a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Peri B

Series 66

Athens, GA

Morgan Stanley

Peri Bloodworth is a financial advisor at Morgan Stanley with four years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2024 and previously was with Edward Jones from 2022 to 2024. Bloodworth holds the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning guided by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning without individual security recommendations as part of its standalone service.

General estate planning guidance
user avatar

Nathaniel S

Series 66

Athens, GA

Morgan Stanley

Nathaniel Sedlacek is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. Before joining Morgan Stanley, he worked for Walman Instruments - Luxottica of America and Five Points Eye Care. Outside of his advisory role, he manages a rental property in Winterville, Georgia. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers broad retail and institutional investment services.

General estate planning guidance
user avatar

Jendry G

Series 66

Athens, GA

Morgan Stanley

Jendry Gadea is a financial advisor at Morgan Stanley with 13 years of industry experience. He has been with Morgan Stanley since 2015 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

General estate planning guidance
user avatar

Samuel D

Series 66

Athens, GA

Morgan Stanley

Samuel Doster is a financial advisor with Morgan Stanley in Athens, GA, holding a Series 66 designation. He has one year of experience at Morgan Stanley and previously worked in various roles at NCR/Candescent/Digital First Holdings LLC, Manpower Group/Experis LLC, Shore Webster Group LLC, Paul Sheets State Farm, and Presbyterian College. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

General estate planning guidance
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")